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Woodley Farra Manion Portfolio Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Woodley Farra Manion Portfolio Management’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,468
Closed -$76K – 243
2020
Q2 		$76K Hold
1,468
– – 0.01% 134
2020
Q1 		$61K Sell
1,468
-1,360
-48% -$64.3K 0.01% 148
2019
Q4 		$137K Buy
+2,828
New +$131K 0.01% 108

Other funds holding IVW

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Woodley Farra Manion Portfolio Management's IVW Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of iShares S&P 500 Growth ETF (IVW) in Q3 2020, closing a stake of 1,468 shares — an estimated $76K sold.

Woodley Farra Manion Portfolio Management first reported a position in IVW in Q4 2019 and held it in 3 quarters. The position peaked at $137K in Q4 2019. 1,008 funds tracked by Wall St. Rank hold IVW as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining iShares S&P 500 Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 1,468 iShares S&P 500 Growth ETF shares in Q3 2020, an estimated $76K.
  • Woodley Farra Manion Portfolio Management first reported a position in iShares S&P 500 Growth ETF in Q4 2019 and held it in 3 quarters.
  • Woodley Farra Manion Portfolio Management's iShares S&P 500 Growth ETF position peaked at $137K in Q4 2019.
  • 1,008 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.